Export Purchase Order Data from ShippingEasy | How To

This feature is available to existing Inventory Management subscribers. Learn more about using the ShippingEasy Product Catalog.

ShippingEasy gives you the option to export your purchase orders via CSV. This is helpful when you need to enter your stock purchase details into your accounting system at the end of the month. The process is simple - you can download all or a filtered group of your purchase orders with just a couple of clicks from the Purchase Orders page. This includes both your awaiting and received inventory.

How to: Export a CSV file of all Purchase Orders

  1. Go to PURCHASE ORDERS from the drop-down.
  2. Click on the Download Purchase Orders link under the grey Create Purchase Order button from the top of the Purchase Orders page. Screen_Shot_2019-01-22_at_3.36.13_PM.png
  3. Select All Purchase Orders from the drop-down that appears.
    all_purchase_orders_export.png
  4. ShippingEasy will send you an email with the CSV document. It can take a while depending on how many purchase orders are being downloaded. This following data is included in the download:
    • *Date Created
    • *Purchase Order ID
    • *Payment Terms
    • *Status: Open, Partially Received, Complete, Closed
    • *Expected Delivery: the date entered for expected delivery
    • *Supplier
    • *To Name
    • *To Email: the email address the Purchase Order was sent to
    • SKU: there will be a line for every SKU on the purchase order
    • Item Name
    • SKU Ordered: quantity of the SKU ordered
    • SKU Received: quantity of the SKU received
    • SKU Awaiting: quantity of the SKU awaiting receipt
    • Unit Cost: the unit cost of the SKU on the purchase order
    • SKU Total: total cost of the SKU ordered
    • *Total Ordered: the total quantity of units ordered across all SKUs on the purchase order
    • *Total Received: total quantity of units received across all SKUs on the purchase order
    • *PO Subtotal: total cost of the units ordered across all SKUs on the purchase order
    • *Shipping & Handling: the shipping & handling cost entered for delivery
    • *PO Total: PO Subtotal + Shipping & Handling
    • *Notes: anything entered into the "Notes" field on the purchase order
    Any column marked with an asterisk * will display the same values for all rows when there are multi-SKU purchase orders.

How to: Export a CSV file of specific Purchase Orders

  1. Go to PURCHASE ORDERS from the drop-down.
  2. You can filter your purchase orders using the options from the left-hand side.
    filter_purchase_orders_options.PNG
  3. Once you have filtered for the purchase order(s) you want to export, click on the Download Purchase Orders link under the grey Create Purchase Order button from the top of the Purchase Orders page. Screen_Shot_2019-01-22_at_3.36.13_PM.png
  4. Select Filtered Purchase Orders from the drop-down that appears.
    filtered_purchase_orders_drop_down.png
  5. ShippingEasy will send you an email with the CSV document. It can take a while depending on how many purchase orders are being downloaded. This following data is included in the download:
    • *Date Created
    • *Purchase Order ID
    • *Payment Terms
    • *Status: Open, Partially Received, Complete, Closed
    • *Expected Delivery: the date entered for expected delivery
    • *Supplier
    • *To Name
    • *To Email: the email address the Purchase Order was sent to
    • SKU: there will be a line for every SKU on the purchase order
    • Item Name
    • SKU Ordered: quantity of the SKU ordered
    • SKU Received: quantity of the SKU received
    • SKU Awaiting: quantity of the SKU awaiting receipt
    • Unit Cost: the unit cost of the SKU on the purchase order
    • SKU Total: total cost of the SKU ordered
    • *Total Ordered: the total quantity of units ordered across all SKUs on the purchase order
    • *Total Received: the total quantity of units received across all SKUs on the purchase order
    • *PO Subtotal: total cost of the units ordered across all SKUs on the purchase order
    • *Shipping & Handling: the shipping & handling cost entered for delivery
    • *PO Total: PO Subtotal + Shipping & Handling
    • *Notes: anything entered into the "Notes" field on the purchase order
    Any column marked with an asterisk * will display the same values for all rows when there are multi-SKU purchase orders.

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    Tags:
  • inventory
  • csv
  • report
  • accounting